Investor Kevin O’Leary said growing competition with China in artificial intelligence (AI), energy and critical infrastructure could push the U.S., Canada and Mexico toward deeper economic cooperation despite political differences.
O’Leary Warns China Competition Could Unite North America
On Sunday, O’Leary said in a post on X that economic competition, rather than politics, could become the driving force behind stronger North American ties.
"I believe fear of China, not politics, will ultimately bring North America back together," he wrote.
He argued that the accelerating race for AI technology, energy resources and critical minerals would make cooperation between the three countries increasingly necessary.
"Economic reality will outweigh political disagreements because the United States, Canada, and Mexico are stronger when they work together," O’Leary said.
He highlighted the different strengths of each country, saying Canada provides energy resources and critical minerals, the U.S. contributes technological innovation and economic scale and Mexico remains a key part of North America’s manufacturing and economic network.
"In the long run, cooperation is not just good policy, it’s an economic necessity," he wrote.
Chinese AI Models Gain Ground In US Market
Earlier, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang and Professional Capital Management CEO Anthony Pompliano said the U.S. should compete with Chinese AI companies through innovation rather than restrictions.
Huang praised Chinese AI models as "excellent" and argued that open-source technology could expand AI adoption while boosting demand for Nvidia’s chips and computing infrastructure.
He rejected concerns about security risks, saying models could be customized and isolated.
"There’s no scenario where China runs U.S. companies off the road…Zero possibility," Huang said.
Pompliano also opposed potential bans on Chinese AI models, urging U.S. companies to build better technology instead of relying on government intervention.
"Stop complaining and start competing. People won’t use Chinese models if American companies build something better," he said.
DeepSeek Boosts Chinese AI Adoption
Chinese AI models surpassed U.S. rivals in token usage on OpenRouter for the first time, capturing 58% of usage among U.S. firms.
The increase was driven by growing adoption of models such as DeepSeek, highlighting China’s rising presence in the AI market.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Kathy Hutchins / Shutterstock.com
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